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Investment Planning

Last post by Alex Frakt « Wed Oct 03, 2007 4:50 pm
Replies: 1
by Laura » Sat Sep 22, 2007 7:51 pm

1 Replies

619565 Views

Last post by Alex Frakt
Wed Oct 03, 2007 4:50 pm
Asking Portfolio Questions

Last post by Laura « Sat Sep 22, 2007 7:53 pm

by Laura » Sat Sep 22, 2007 7:53 pm

0 Replies

576586 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Portfolio Check-up: 2 Years Follow-up & Additional Questions

Last post by Ashown7 « Sat Apr 01, 2023 1:09 pm

by Ashown7 » Sat Apr 01, 2023 1:09 pm

0 Replies

11 Views

Last post by Ashown7
Sat Apr 01, 2023 1:09 pm
Google Password for Brokerage Accounts?

Last post by chrisdds98 « Sat Apr 01, 2023 1:08 pm
Replies: 4
by Charles Joseph » Sat Apr 01, 2023 11:12 am

4 Replies

236 Views

Last post by chrisdds98
Sat Apr 01, 2023 1:08 pm
Vanguard Short Term TIPS fund huge drop in dividend?

Last post by ehh « Sat Apr 01, 2023 1:02 pm
Replies: 11
by ollistu » Sat Apr 01, 2023 9:17 am

11 Replies

684 Views

Last post by ehh
Sat Apr 01, 2023 1:02 pm
Investing in VT

Last post by mjfrad « Sat Apr 01, 2023 12:57 pm
Replies: 37
by longshower024 » Fri Mar 31, 2023 12:51 am

37 Replies

3315 Views

Last post by mjfrad
Sat Apr 01, 2023 12:57 pm
Fidelity TIPS vs US Bond Index in 401k - fees

Last post by delamer « Sat Apr 01, 2023 12:56 pm
Replies: 8
by renegade06 » Sat Apr 01, 2023 8:06 am

8 Replies

385 Views

Last post by delamer
Sat Apr 01, 2023 12:56 pm
No SWAGX dividend for March?

Last post by HotRod140 « Sat Apr 01, 2023 12:52 pm
Replies: 5
by jjunk » Sat Apr 01, 2023 6:24 am

5 Replies

366 Views

Last post by HotRod140
Sat Apr 01, 2023 12:52 pm
The Question of Muni Bonds in Taxable

Last post by Call_Me_Op « Sat Apr 01, 2023 12:51 pm
Replies: 12
by Call_Me_Op » Sat Apr 01, 2023 8:49 am

12 Replies

634 Views

Last post by Call_Me_Op
Sat Apr 01, 2023 12:51 pm
Vanguard PAS for older retiree

Last post by bertilak « Sat Apr 01, 2023 12:42 pm
Replies: 8
by Cannoli » Sat Apr 01, 2023 9:54 am

8 Replies

438 Views

Last post by bertilak
Sat Apr 01, 2023 12:42 pm
Roth IRA Account Transfer

Last post by Lions4Life « Sat Apr 01, 2023 12:34 pm
Replies: 4
by Lions4Life » Sat Apr 01, 2023 11:55 am

4 Replies

155 Views

Last post by Lions4Life
Sat Apr 01, 2023 12:34 pm
Vanguard Federal Money Mkt Acct Return

Last post by ruralavalon « Sat Apr 01, 2023 12:34 pm
Replies: 4
by Gatewood » Sat Apr 01, 2023 9:28 am

4 Replies

462 Views

Last post by ruralavalon
Sat Apr 01, 2023 12:34 pm
Portfolio Feedback / Review Request [30s, messy middle]

Last post by runner540 « Sat Apr 01, 2023 12:30 pm
Replies: 11
by boglegardener » Fri Mar 31, 2023 2:51 pm

11 Replies

954 Views

Last post by runner540
Sat Apr 01, 2023 12:30 pm
No Vanguard Total Bond (VBTLX) dividend for March?

Last post by OkanePlease « Sat Apr 01, 2023 12:30 pm
Replies: 3
by OkanePlease » Sat Apr 01, 2023 9:17 am

3 Replies

415 Views

Last post by OkanePlease
Sat Apr 01, 2023 12:30 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by suginami « Sat Apr 01, 2023 12:29 pm
Replies: 1490
by Stinky » Thu Dec 31, 2020 6:46 am
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1490 Replies

160794 Views

Last post by suginami
Sat Apr 01, 2023 12:29 pm
Portfolio Review - 50's

Last post by sailaway « Sat Apr 01, 2023 12:24 pm
Replies: 20
by rene » Fri Mar 31, 2023 3:09 pm

20 Replies

2007 Views

Last post by sailaway
Sat Apr 01, 2023 12:24 pm
Roth conversion, which fund to convert?

Last post by cadzan « Sat Apr 01, 2023 12:06 pm
Replies: 4
by cadzan » Sat Apr 01, 2023 11:42 am

4 Replies

159 Views

Last post by cadzan
Sat Apr 01, 2023 12:06 pm
Portfolio Review Request

Last post by TheMusicNeverStopped « Sat Apr 01, 2023 12:04 pm
Replies: 3
by TheMusicNeverStopped » Fri Mar 31, 2023 12:08 pm

3 Replies

492 Views

Last post by TheMusicNeverStopped
Sat Apr 01, 2023 12:04 pm
reading recommendations for teenager [on investing]

Last post by Squirrel208 « Sat Apr 01, 2023 12:02 pm
Replies: 18
by tanstheman » Mon Mar 27, 2023 10:37 am

18 Replies

687 Views

Last post by Squirrel208
Sat Apr 01, 2023 12:02 pm
Does anybody here use Ocho for their solo 401k?

Last post by robphoto « Sat Apr 01, 2023 11:42 am
Replies: 3
by backpedal » Fri Mar 31, 2023 10:27 pm

3 Replies

214 Views

Last post by robphoto
Sat Apr 01, 2023 11:42 am
Portfolio after reading here.

Last post by LotsaGray « Sat Apr 01, 2023 11:41 am
Replies: 40
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

40 Replies

2992 Views

Last post by LotsaGray
Sat Apr 01, 2023 11:41 am
Puerto Rico muni bond (insured) settlement question

Last post by Weathering « Sat Apr 01, 2023 11:34 am
Replies: 13
by Weathering » Mon Jul 18, 2022 9:33 am

13 Replies

1482 Views

Last post by Weathering
Sat Apr 01, 2023 11:34 am
401k and IRA questions

Last post by ruralavalon « Sat Apr 01, 2023 11:28 am
Replies: 7
by Lemon&Lime » Sun Mar 26, 2023 6:08 am

7 Replies

626 Views

Last post by ruralavalon
Sat Apr 01, 2023 11:28 am
Rick Ferri and Three Fund Portfolio - Rebalancing?

Last post by Munir « Sat Apr 01, 2023 11:20 am
Replies: 21
by hotajax » Thu Mar 16, 2023 2:51 pm

21 Replies

3282 Views

Last post by Munir
Sat Apr 01, 2023 11:20 am
My mom's portfolio under the guidance of a CFP/CFA

Last post by runner540 « Sat Apr 01, 2023 11:10 am
Replies: 29
by Macaroni2629 » Sat Apr 01, 2023 7:27 am

29 Replies

1343 Views

Last post by runner540
Sat Apr 01, 2023 11:10 am
RMDs on Inherited Accounts

Last post by jefmafnl « Sat Apr 01, 2023 11:06 am
Replies: 29
by rich126 » Tue Mar 21, 2023 11:59 am

29 Replies

3265 Views

Last post by jefmafnl
Sat Apr 01, 2023 11:06 am
RMDs for ex-wife in inherited account.

Last post by ruralavalon « Sat Apr 01, 2023 10:46 am
Replies: 24
by ruralavalon » Tue Mar 28, 2023 1:52 pm

24 Replies

2416 Views

Last post by ruralavalon
Sat Apr 01, 2023 10:46 am
Understanding Yield on Bond ETFs

Last post by oakbluffs « Sat Apr 01, 2023 10:43 am
Replies: 8
by oakbluffs » Thu Mar 30, 2023 4:48 pm

8 Replies

865 Views

Last post by oakbluffs
Sat Apr 01, 2023 10:43 am
529 “Dilemma”

Last post by riverant « Sat Apr 01, 2023 10:26 am
Replies: 55
by AmyandHernia » Sat Feb 26, 2022 12:04 pm
1

2
55 Replies

5977 Views

Last post by riverant
Sat Apr 01, 2023 10:26 am
How much do you keep in true cash vs cash equivalents?

Last post by riverant « Sat Apr 01, 2023 10:24 am
Replies: 64
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
64 Replies

5292 Views

Last post by riverant
Sat Apr 01, 2023 10:24 am
Vanguard doesn’t let you buy fractional shares of ETFs?

Last post by Robert20 « Sat Apr 01, 2023 10:08 am
Replies: 38
by passive101 » Fri Jan 27, 2023 10:42 am

38 Replies

2986 Views

Last post by Robert20
Sat Apr 01, 2023 10:08 am
Help Portfolio, inexperienced investor

Last post by Dsc8 « Sat Apr 01, 2023 9:51 am
Replies: 5
by Dsc8 » Sat Apr 01, 2023 3:53 am

5 Replies

510 Views

Last post by Dsc8
Sat Apr 01, 2023 9:51 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by retiredjg « Sat Apr 01, 2023 9:41 am
Replies: 18
by mrken » Thu Mar 30, 2023 2:22 am

18 Replies

1808 Views

Last post by retiredjg
Sat Apr 01, 2023 9:41 am
Small business 401k

Last post by JSDNJ « Sat Apr 01, 2023 9:14 am
Replies: 49
by JSDNJ » Thu Feb 16, 2023 7:30 pm

49 Replies

3866 Views

Last post by JSDNJ
Sat Apr 01, 2023 9:14 am
Are there any benefits to personalized indexing strategies over pure passive indexing?

Last post by bertilak « Sat Apr 01, 2023 9:08 am
Replies: 12
by sgtrock » Fri Mar 31, 2023 12:00 pm

12 Replies

686 Views

Last post by bertilak
Sat Apr 01, 2023 9:08 am
TIAA (liquid) annuity question

Last post by Owlette678 « Sat Apr 01, 2023 9:02 am
Replies: 41
by Owlette678 » Thu Mar 02, 2023 10:54 pm

41 Replies

2670 Views

Last post by Owlette678
Sat Apr 01, 2023 9:02 am
Vanguard Brokered CD Buy

Last post by Diaperman1 « Sat Apr 01, 2023 8:54 am
Replies: 10
by Diaperman1 » Sat Apr 01, 2023 5:35 am

10 Replies

729 Views

Last post by Diaperman1
Sat Apr 01, 2023 8:54 am
Available Tax Deferred Options After I have retired.

Last post by Navillus1968 « Sat Apr 01, 2023 8:29 am
Replies: 9
by tundratoy » Fri Mar 31, 2023 5:58 pm

9 Replies

783 Views

Last post by Navillus1968
Sat Apr 01, 2023 8:29 am
Annuitization Conundrum – are we cheating ourselves?

Last post by bogledeedee « Sat Apr 01, 2023 8:03 am
Replies: 13
by bikechuck » Wed Mar 29, 2023 2:31 pm

13 Replies

2125 Views

Last post by bogledeedee
Sat Apr 01, 2023 8:03 am
Expected return forecasts

Last post by tennisplyr « Sat Apr 01, 2023 7:30 am
Replies: 16
by PapaGeek » Fri Mar 31, 2023 11:35 am

16 Replies

1245 Views

Last post by tennisplyr
Sat Apr 01, 2023 7:30 am
First time Backdoor Roth - Tax returns

Last post by Kookaburra « Fri Mar 31, 2023 10:34 pm
Replies: 19
by sman09 » Fri Mar 31, 2023 11:26 am

19 Replies

1053 Views

Last post by Kookaburra
Fri Mar 31, 2023 10:34 pm
Way too Many Funds! Need help

Last post by Watty « Fri Mar 31, 2023 9:50 pm
Replies: 5
by Gpmd » Fri Mar 31, 2023 6:30 pm

5 Replies

710 Views

Last post by Watty
Fri Mar 31, 2023 9:50 pm
26 week tbills or 52 week?

Last post by RyeBourbon « Fri Mar 31, 2023 9:47 pm
Replies: 13
by Klute » Thu Mar 30, 2023 12:26 pm

13 Replies

2296 Views

Last post by RyeBourbon
Fri Mar 31, 2023 9:47 pm
Gifting Brokerage Account

Last post by mkc « Fri Mar 31, 2023 7:57 pm
Replies: 32
by 6d1v7x3 » Thu Mar 16, 2023 8:14 pm

32 Replies

2465 Views

Last post by mkc
Fri Mar 31, 2023 7:57 pm
Tax Loss Harvesting SMA for large Capital Gains Event

Last post by DeliberateNumeral « Fri Mar 31, 2023 7:32 pm
Replies: 3
by DeliberateNumeral » Fri Mar 31, 2023 6:38 pm

3 Replies

230 Views

Last post by DeliberateNumeral
Fri Mar 31, 2023 7:32 pm
Vanguard Money Market Funds - Differences in Returns?

Last post by BlueEyedDevil « Fri Mar 31, 2023 7:23 pm
Replies: 374
by water2357 » Sun May 08, 2022 6:35 am
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374 Replies

64312 Views

Last post by BlueEyedDevil
Fri Mar 31, 2023 7:23 pm
Help me determine how to deploy intermediate-term assets

Last post by peteyboy « Fri Mar 31, 2023 6:09 pm
Replies: 3
by 41fan » Thu Mar 30, 2023 3:04 pm

3 Replies

499 Views

Last post by peteyboy
Fri Mar 31, 2023 6:09 pm
Vanguard brokerage account transition issue: tax lots gone

Last post by boglegardener « Fri Mar 31, 2023 6:03 pm
Replies: 3
by ericinvest » Fri Mar 31, 2023 12:51 pm

3 Replies

421 Views

Last post by boglegardener
Fri Mar 31, 2023 6:03 pm
Vanguard Over Fidelity Just For Better Muni Funds?

Last post by zero_coupon « Fri Mar 31, 2023 5:48 pm
Replies: 61
by zero_coupon » Mon Jun 06, 2022 9:16 pm
1

2
61 Replies

8056 Views

Last post by zero_coupon
Fri Mar 31, 2023 5:48 pm
Resolved: Unable to Change Distribution Option in VG Mutual Fund Account

Last post by Oenophileangler « Fri Mar 31, 2023 5:33 pm
Replies: 22
by tibbitts » Wed Mar 23, 2022 12:52 pm

22 Replies

1830 Views

Last post by Oenophileangler
Fri Mar 31, 2023 5:33 pm

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